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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,915 | $152,542-67.3% | $117,498-57.5% | $134,509-62.9% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -23.96% | 53.02%-77.0pp | 29.75%-53.7pp | 418.13%-442.1pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $960 | $7,006-86.3% | $5,646-83.0% | $11,427-91.6% |